Anic Equity¶
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Total return since start: 0.575 %¶
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Equity now: -----------------------------> 48100.61 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46705.73 Kr¶
PnL: ---------------------------------------> -182.84 Kr¶
DD now: ---------------------------------> -1.088 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 16:33:58.369711'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.380000 | 2887.500000 | 251.500000 | 9.540000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.160000 | 3172.000000 | 201.000000 | 6.770000 | 2971.000006 |
| Corem Property Group B | 59 | 7.060000 | 688.530000 | 111.530000 | 19.330000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 6.870000 | 454.200000 | 99.200000 | 27.940000 | 355.000000 |
| HMS Networks | 2 | 1.240000 | 720.800000 | 47.800000 | 7.100000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.290000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.350000 | 270.480000 | 24.480000 | 9.950000 | 246.000000 |
| MedCap | 2 | 4.950000 | 445.000000 | 24.000000 | 5.700000 | 421.000000 |
| Midsona B | 63 | 2.230000 | 605.430000 | 22.430000 | 3.850000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| OEM International B | 7 | 1.830000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Intrum | 4 | 2.400000 | 545.200000 | 18.200000 | 3.450000 | 527.000000 |
| Nordea Bank Abp | 29 | 0.640000 | 3471.300000 | 17.300000 | 0.500000 | 3453.999992 |
| CTEK | 13 | 6.200000 | 550.030000 | 16.030000 | 3.000000 | 533.999999 |
| Coor Service Management Hold. | 8 | 0.370000 | 548.000000 | 16.000000 | 3.010000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 549.900000 | 13.900000 | 2.590000 | 536.000004 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Resurs Holding | 22 | -0.080000 | 584.540000 | 10.540000 | 1.840000 | 573.999998 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| AcadeMedia | 12 | 0.640000 | 564.960000 | 7.960000 | 1.430000 | 557.000004 |
| Essity B | 2 | 0.560000 | 579.600000 | 5.600000 | 0.980000 | 574.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.370000 | 547.750000 | 1.750000 | 0.320000 | 546.000000 |
| Swedbank A | 3 | 0.370000 | 563.100000 | -0.900000 | -0.160000 | 564.000000 |
| Securitas B | 6 | 0.720000 | 567.720000 | -2.280000 | -0.400000 | 570.000000 |
| SAAB B | 8 | 1.540000 | 3332.800000 | -44.200000 | -1.310000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.070000 | 536.500000 | -58.070000 | -9.770000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.650000 | 3787.000000 | -63.000000 | -1.640000 | 3850.000000 |
| Vivesto | 1368 | 0.410000 | 535.710000 | -77.290000 | -12.610000 | 612.999432 |
| OX2 | 18 | -1.940000 | 1504.800000 | -159.200000 | -9.570000 | 1663.999992 |
| Axfood | 13 | 0.480000 | 3572.400000 | -183.600000 | -4.890000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.810000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | 1.560000 | 3042.000000 | -320.000000 | -9.520000 | 3361.999992 |
| TOTAL | 46705.730000 | -182.840000 | -1.08838% | 46888.564618 |
Updated:¶
'2023-01-16 16:34:11.026488'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
